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Services for trust companies

Having worked with trust companies for many years, we understand the high level of personal service you and your clients require.

Backed by a rigorous, robust and trustworthy investment process, your individual Investment Manager will ensure that whatever solution we are providing, we tailor it to meet your clients’ specific needs.

How we help trust companies

  • Your dedicated Investment Manager will always be on hand to help you. They will be available in person, on the phone or online – whichever suits you best
  • We provide a range of services for trust companies, from portfolio management to stockbroking to pension schemes
  • You can be confident that we’ll work with you to build exactly the relationship you want
  • We will give you consolidated quarterly client valuations, with a market commentary, and we will also provide you and your clients with comprehensive tax reporting
  • You and your clients can access their accounts 24/7 to view investments, transactions and up-to-date valuations
  • If you want to check how we’re succeeding at any time, you can clearly assess our performance with a range of investment consultants, including ARC, Enhance and Morningstar.

Portfolio management

With this service our investment professionals build and run a personalised portfolio on your clients' behalf, without needing to ask their permission each time they want to make an adjustment.

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Investment funds

As well as access to a wide range of external third-party funds, we manage a range of our own in-house funds

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Stockbroking services

If a client likes to take an active interest in financial markets and wants to buy and sell investments, our trading and dealing team can offer traditional and specialist stockbroking services.

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Treasury services

Where the service is authorised in the jurisdiction, we can offer cash management and foreign exchange services.

Treasury services

How can we help?

If you would like to know how we can help with your clients' investment needs, our team will be delighted to answer your questions and provide more details of our services.

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Richard Bellwood

Consultant

  • Time at CGWM: 22 yrs
  • Industry experience: 48 yrs
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Stuart Wilson

Investment Manager

  • Time at CGWM: 9 yrs
  • Industry experience: 30 yrs
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Richard Stanley

Investment Director

  • Time at CGWM: 8 yrs
  • Industry experience: 30 yrs

Find out more about our expert team Our people

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IMPORTANT: Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.